Financial planning and investment management services provided through Certified Advisory Corp CAC, a federally registered investment advisor. CAC is a federally registered investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Information presented on this program is believed to be factual and up […]
Financial planning and investment management services provided through certified advisory corp CAC, a federally registered investment advisor. CAC is a federally registered investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Information presented on this program is believed to be factual and up
The year is half over – it is time for a financial checkup [TRANSCRIPT] Read More »
We’ve got news—Congress has passed what might be the most dramatically titled piece of tax legislation in years: the Big Beautiful Bill. This is a significant update to the federal tax code, especially for retirees and those nearing retirement. Here’s a breakdown of what you need to know (minus the political fanfare and fine print): Key Tax
What the New “Big Beautiful Bill” Means for You Read More »
Financial planning and investment management services provided through certified advisory corp CAC, a federally registered investment advisor. CAC is a federally registered investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Information presented on this program is believed to be factual and up
Will the next 34% move in the market be up or down? [TRANSCRIPT] Read More »
Financial planning and investment management services provided through certified advisory corp CAC, a federally registered investment advisor. CAC is a federally registered investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Information presented on this program is believed to be factual and up
FAQs about RMDs – On The Money Podcast [TRANSCRIPT] Read More »
We want to make you aware of a new scam circulating on social media that’s targeting unsuspecting users through flattery and false financial offers. At Certified Financial Group, your financial security is always our priority, and education is one of the best tools for protection. How the scam works: Scammers pose as artists or creatives
Beware of New Social Media Scam Read More »
Congress has been busy again, and they’ve handed us a 389-page tax proposal that’s…surprisingly full of goodies. Don’t worry, we’ve read it so you don’t have to, and we’ve broken it down into something far easier to digest than a stack of IRS codes. Here’s your quick and mostly painless guide to what’s being proposed: Tax Brackets
What’s in the New Tax Bill? Less Pain, More Gain Read More »
(00:00):Financial planning and investment management services provided through Certified Advisory Corp cac, a federally registered investment advisor. CAC is a federally registered investment advisor and only transacts business in states where it’s properly registered or is excluded or exempted from registration requirements. Information presented on this program is believed to be factual and UpToDate, but
Tune Out the Noise Read More »
https://www.youtube.com/watch?v=yGKGpM95LqA Joe Bert (The Oracle of Orlando®) Discusses the sweeping tariffs enacted by President Donald Trump on Fox 35 Orlando.
Trump tariff impacts on your investments: hold or sell? Read More »
Scammers are getting more sophisticated, and one of the most common tactics they use is impersonating government officials. These fraudsters may claim to be from the IRS, Social Security Administration, Medicare, or even law enforcement agencies, hoping to trick you into providing personal information or making fraudulent payments. Here’s how to recognize a government impersonation
How to Spot and Report Government Impersonation Scams Read More »